Portfolio (Quarterly)
Guide ↗
Quest 10 Wealth Builders, Inc.
· CIK 0002035215| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | CFG | CITIZENS FINL GROUP INC | Financial Services | 893.0 | $52K | 0.05% | NEW | — | $58.39 | +21.8% |
| 182 | MCD | MCDONALDS CORP | Consumer Cyclical | 168.0 | $51K | 0.05% | NEW | — | $305.85 | -13.4% |
| 183 | PYLD | PIMCO ETF TR | — | 1,906.0 | $51K | 0.04% | NEW | — | $26.68 | -1.2% |
| 184 | PH | PARKER-HANNIFIN CORP | Industrials | 57.0 | $50K | 0.04% | NEW | — | $878.96 | +8.4% |
| 185 | PRU | PRUDENTIAL FINL INC | Financial Services | 442.0 | $50K | 0.04% | NEW | — | $112.88 | +1.9% |
| 186 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 522.0 | $50K | 0.04% | NEW | — | $95.33 | -54.8% |
| 187 | PFE | PFIZER INC | Healthcare | 1,993.0 | $50K | 0.04% | NEW | — | $24.90 | -0.3% |
| 188 | TROW | PRICE T ROWE GROUP INC | Financial Services | 480.0 | $49K | 0.04% | NEW | — | $102.38 | +15.8% |
| 189 | OMC | OMNICOM GROUP INC | Communication Services | 589.0 | $48K | 0.04% | NEW | — | $80.75 | +0.2% |
| 190 | EXC | EXELON CORP | Utilities | 1,081.0 | $47K | 0.04% | NEW | — | $43.59 | +4.9% |
| 191 | EIX | EDISON INTL | Utilities | 783.0 | $47K | 0.04% | NEW | — | $60.02 | +27.8% |
| 192 | USB | US BANCORP DEL | Financial Services | 876.0 | $47K | 0.04% | NEW | — | $53.36 | +16.5% |
| 193 | VLO | VALERO ENERGY CORP | Energy | 287.0 | $47K | 0.04% | NEW | — | $162.79 | +85.2% |
| 194 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 201.0 | $46K | 0.04% | NEW | — | $230.21 | +35.8% |
| 195 | ADBE | ADOBE INC | Technology | 131.0 | $46K | 0.04% | NEW | — | $350.31 | -35.9% |
| 196 | MA | MASTERCARD INCORPORATED | Financial Services | 80.0 | $46K | 0.04% | NEW | — | $570.74 | -6.2% |
| 197 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 657.0 | $46K | 0.04% | NEW | — | $69.47 | +15.4% |
| 198 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 2,611.0 | $45K | 0.04% | NEW | — | $17.35 | +4.5% |
| 199 | SPTL | SPDR SERIES TRUST | — | 1,711.0 | $45K | 0.04% | NEW | — | $26.47 | -3.1% |
| 200 | F | FORD MTR CO | Consumer Cyclical | 3,441.0 | $45K | 0.04% | NEW | — | $13.12 | +8.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
42.2%
Technology
18.2%
Consumer Cyclical
7.7%
Healthcare
7.5%
Utilities
6.6%
Industrials
4.8%
Communication Services
4.5%
Consumer Defensive
4.3%
Energy
3.0%
Real Estate
0.9%